Sponsored

The Analysis of NovaPoint Capital, LLC's Holdings & P&L

Currently, NovaPoint Capital, LLC holds 161 types of securities in its portfolio with a total value $480.9M. In the most recent quarter, they have increased their positions in IWF (+60.8K shares, valued at $7.5M), AIQ (+75.8K shares, valued at $5.0M), N/A (+13.1K shares, valued at $2.9M); decreased their positions in IBDR (-111.2K shares, valued at $2.7M), ZFEB (-75.9K shares, valued at $2.0M), GLW (-6.4K shares, valued at $1.6M); initiated new positions in N/A (+13.1K shares, valued at $2.9M), N/A (+13.1K shares, valued at $2.9M), VIG (+8.4K shares, valued at $2.0M).

1M P&L

+6.8M+1.82%

3M P&L

+5.6M+1.47%

HY P&L

-2.8M-0.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A103.5M

27.0%

2Electronic Components32.9M

8.6%

3Semiconductors25.4M

6.6%

Top Industries by Stock Count

1N/A57 stocks

42.9%

2REIT - Specialty5 stocks

3.8%

3Semiconductors4 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLW CORNING INC81.6K shares-7.30%2026-06-302026-08-06

SPDR SERIES TRUST SPDR SERIES TRUST204.0K shares2.13%2026-06-302026-08-06

AAPL APPLE INC59.2K shares-0.88%2026-06-302026-08-06

NVDA NVIDIA CORPORATION75.0K shares-1.33%2026-06-302026-08-06

SPDW SPDR INDEX SHS FDS256.0K shares-4.68%2026-06-302026-08-06

IBDR ISHARES TR523.7K shares-17.52%2026-06-302026-08-06

HD HOME DEPOT INC35.5K shares1.56%2026-06-302026-08-06

GS GOLDMAN SACHS GROUP INC11.9K shares0.41%2026-06-302026-08-06

Sponsored

MSFT MICROSOFT CORP32.2K shares4.68%2026-06-302026-08-06

APH AMPHENOL CORP67.1K shares3.02%2026-06-302026-08-06

BROADCOM INC BROADCOM INC30.4K shares1.05%2026-06-302026-08-06

CMI CUMMINS INC14.9K shares1.09%2026-06-302026-08-06

IWF ISHARES TR83.0K shares273.93%2026-06-302026-08-06

WMT WALMART INC86.3K shares1.77%2026-06-302026-08-06

VANGUARD INDEX FDS VANGUARD INDEX FDS26.0K shares-12.25%2026-06-302026-08-06

TXN TEXAS INSTRS INC31.9K shares3.75%2026-06-302026-08-06

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL17.5K shares4.49%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON32.2K shares2.05%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS28.3K shares6.31%2026-06-302026-08-06

CHUBB LIMITED CHUBB LIMITED22.4K shares3.08%2026-06-302026-08-06

ISHARES TR ISHARES TR10.0K shares-2.79%2026-06-302026-08-06

AIQ GLOBAL X FDS112.9K shares204.76%2026-06-302026-08-06

LLY ELI LILLY & CO6.1K shares4.18%2026-06-302026-08-06

ROST ROSS STORES INC34.0K shares1.46%2026-06-302026-08-06

Sponsored

AFL AFLAC INC60.2K shares2.41%2026-06-302026-08-06

UNP UNION PAC CORP25.9K shares4.25%2026-06-302026-08-06

MASTERCARD INCORPORATED MASTERCARD INCORPORATED13.4K shares7.83%2026-06-302026-08-06

GRMN GARMIN LTD28.8K shares4.35%2026-06-302026-08-06

GEV GE VERNOVA INC5.4K shares0.24%2026-06-302026-08-06

QQQ INVESCO QQQ TR8.5K shares13.60%2026-06-302026-08-06

LHX L3HARRIS TECHNOLOGIES INC21.4K shares5.73%2026-06-302026-08-06

GD GENERAL DYNAMICS CORP17.4K shares1.30%2026-06-302026-08-06

Sponsored

GOOGL ALPHABET INC14.8K shares-4.60%2026-06-302026-08-06

ORACLE CORP ORACLE CORP35.9K shares3.91%2026-06-302026-08-06

PG PROCTER & GAMBLE CO33.7K shares4.29%2026-06-302026-08-06

S&P GLOBAL INC S&P GLOBAL INC12.1K shares4.76%2026-06-302026-08-06

PEP PEPSICO INC34.1K shares4.14%2026-06-302026-08-06

APD AIR PRODUCTS AND CHEMICALS I15.7K shares5.77%2026-06-302026-08-06

EOG EOG RES INC31.7K shares0.34%2026-06-302026-08-06

ABT ABBOTT LABORATORIES44.9K shares9.03%2026-06-302026-08-06

Sponsored

CVX CHEVRON CORPORATION24.0K shares1.38%2026-06-302026-08-06

MEDTRONIC PLC MEDTRONIC PLC48.9K shares10.96%2026-06-302026-08-06

XAR SPDR SERIES TRUST13.3K shares-14.24%2026-06-302026-08-06

VRT VERTIV HOLDINGS CO11.1K shares2.02%2026-06-302026-08-06

FDEC FIRST TR EXCHNG TRADED FD VI67.5K shares-16.40%2026-06-302026-08-06

SPMD SPDR SERIES TRUST53.3K shares0.86%2026-06-302026-08-06

VOE VANGUARD INDEX FDS16.9K shares-27.90%2026-06-302026-08-06

AMZN AMAZON COM INC13.3K shares-0.20%2026-06-302026-08-06

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP100.8K shares-28.20%2026-06-302026-08-06

HONEYWELL INTL INC HONEYWELL INTL INC13.1K sharesnew addition2026-06-302026-08-06

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC13.1K sharesnew addition2026-06-302026-08-06

ETN EATON CORP PLC6.6K shares6.04%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.8K shares3.55%2026-06-302026-08-06

JAAA JANUS DETROIT STR TR49.8K shares-21.94%2026-06-302026-08-06

SPSM SPDR SERIES TRUST42.8K shares-0.61%2026-06-302026-08-06

BDEC INNOVATOR ETFS TRUST43.1K shares-11.13%2026-06-302026-08-06

Sponsored

IWD ISHARES TR9.4K shares-7.66%2026-06-302026-08-06

ZFEB INNOVATOR ETFS TRUST85.0K shares-47.15%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC24.0K shares14.19%2026-06-302026-08-06

DOMINION ENERGY INC DOMINION ENERGY INC30.7K shares4.67%2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T9.8K shares-11.73%2026-06-302026-08-06

SOUTHERN CO SOUTHERN CO20.7K shares3.39%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS8.4K sharesnew addition2026-06-302026-08-06

OMC OMNICOM GROUP INC24.1K shares-12.99%2026-06-302026-08-06

Sponsored

AEP AMERICAN ELEC PWR CO INC12.7K shares6.88%2026-06-302026-08-06

PNW PINNACLE WEST CAP CORP14.8K shares7.61%2026-06-302026-08-06

DUK DUKE ENERGY CORP NEW12.5K shares6.25%2026-06-302026-08-06

ASML ASML HLDG NV786 sharesnew addition2026-06-302026-08-06

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC13.4K shares0.70%2026-06-302026-08-06

TSLA TESLA INC3.6K sharesnew addition2026-06-302026-08-06

ATO ATMOS ENERGY CORP8.6K sharesnew addition2026-06-302026-08-06

IBDY ISHARES TR54.5K shares11.20%2026-06-302026-08-06

Sponsored

IBDW ISHARES TR66.7K shares2.36%2026-06-302026-08-06

IBDV ISHARES TR63.4K shares5.44%2026-06-302026-08-06

IBDX ISHARES TR54.6K shares4.57%2026-06-302026-08-06

ANGL VANECK ETF TRUST46.4K shares0.85%2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC3.2K sharesnew addition2026-06-302026-08-06

PLD PROLOGIS INC7.5K sharesnew addition2026-06-302026-08-06

TMO THERMO FISHER SCIENTIFIC INC1.9K sharesnew addition2026-06-302026-08-06

DLR DIGITAL RLTY TR INC4.9K sharesnew addition2026-06-302026-08-06

Sponsored

VONG VANGUARD SCOTTSDALE FDS6.5K sharesnew addition2026-06-302026-08-06

GOOG ALPHABET INC2.4K sharesnew addition2026-06-302026-08-06

SYK STRYKER CORPORATION2.5K sharesnew addition2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC992 sharesnew addition2026-06-302026-08-06

BRK.A BERKSHIRE HATHAWAY INC DEL1 sharesnew addition2026-06-302026-08-06

ANET ARISTA NETWORKS INC4.3K sharesnew addition2026-06-302026-08-06

GJUN FIRST TR EXCHNG TRADED FD VI17.8K shares-56.15%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.1K sharesnew addition2026-06-302026-08-06

Sponsored

LOW LOWES COS INC3.1K sharesnew addition2026-06-302026-08-06

INTC INTEL CORP4.9K sharesnew addition2026-06-302026-08-06

KO COCA COLA CO8.4K sharesnew addition2026-06-302026-08-06

SGOV ISHARES TR6.8K sharesnew addition2026-06-302026-08-06

VISA INC VISA INC1.9K sharesnew addition2026-06-302026-08-06

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR14.3K shares1.11%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP4.4K sharesnew addition2026-06-302026-08-06

NFEB INNOVATOR ETFS TRUST18.6K shares-7.34%2026-06-302026-08-06

Sponsored

PMAY INNOVATOR ETFS TRUST13.2K sharesnew addition2026-06-302026-08-06

VOO VANGUARD INDEX FDS755 sharesnew addition2026-06-302026-08-06

SVAL ISHARES TR12.2K shares-26.27%2026-06-302026-08-06

LAMR LAMAR ADVERTISING CO3.1K sharesnew addition2026-06-302026-08-06

FRT FEDERAL RLTY INVT TR NEW3.9K sharesnew addition2026-06-302026-08-06

O REALTY INCOME CORP7.7K sharesnew addition2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T636 sharesnew addition2026-06-302026-08-06

PSI INVESCO EXCHANGE TRADED FD T2.5K sharesnew addition2026-06-302026-08-06

Sponsored

CISCO SYS INC CISCO SYS INC4.0K sharesnew addition2026-06-302026-08-06

FREEPORT MCMORAN INC FREEPORT MCMORAN INC7.1K sharesnew addition2026-06-302026-08-06

QQQM INVESCO EXCH TRADED FD TR II1.5K sharesnew addition2026-06-302026-08-06

CPT CAMDEN PPTY TR3.8K sharesnew addition2026-06-302026-08-06

DGRO ISHARES TR5.7K sharesnew addition2026-06-302026-08-06

SOLS SOLSTICE ADVANCED MATLS INC4.8K sharesnew addition2026-06-302026-08-06

ITOT ISHARES TR2.6K sharesnew addition2026-06-302026-08-06

SCHD SCHWAB STRATEGIC TR13.0K shares0.00%2026-06-302026-08-06

Sponsored

XLV SELECT SECTOR SPDR TR2.6K sharesnew addition2026-06-302026-08-06

EQIX EQUINIX INC391 sharesnew addition2026-06-302026-08-06

ITW ILLINOIS TOOL WKS INC1.5K sharesnew addition2026-06-302026-08-06

OKE ONEOK INC NEW4.6K sharesnew addition2026-06-302026-08-06

UBSI UNITED BANKSHARES INC WEST V8.7K sharesnew addition2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC552 sharesnew addition2026-06-302026-08-06

MOAT VANECK ETF TRUST3.8K sharesnew addition2026-06-302026-08-06

IWB ISHARES TR967 sharesnew addition2026-06-302026-08-06

Sponsored

IVW ISHARES TR2.7K sharesnew addition2026-06-302026-08-06

ESG FLEXSHARES TR2.1K sharesnew addition2026-06-302026-08-06

SPYG SPDR SERIES TRUST2.9K sharesnew addition2026-06-302026-08-06

GGG GRACO INC4.5K sharesnew addition2026-06-302026-08-06

PSX PHILLIPS 662.0K sharesnew addition2026-06-302026-08-06

PNC PNC FINL SVCS GROUP INC1.4K sharesnew addition2026-06-302026-08-06

VICI VICI PPTYS INC12.6K shares-10.29%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC588 sharesnew addition2026-06-302026-08-06

Sponsored

FNDX SCHWAB STRATEGIC TR9.9K sharesnew addition2026-06-302026-08-06

ZOETIS INC ZOETIS INC4.1K sharesnew addition2026-06-302026-08-06

PFF ISHARES TR9.3K sharesnew addition2026-06-302026-08-06

AVLV AMERICAN CENTY ETF TR3.1K sharesnew addition2026-06-302026-08-06

TQQQ PROSHARES TR3.4K sharesnew addition2026-06-302026-08-06

XLRE SELECT SECTOR SPDR TR6.2K sharesnew addition2026-06-302026-08-06

COP CONOCOPHILLIPS2.6K sharesnew addition2026-06-302026-08-06

VEU VANGUARD INTL EQUITY INDEX F3.2K sharesnew addition2026-06-302026-08-06

Sponsored

TT TRANE TECHNOLOGIES PLC545 sharesnew addition2026-06-302026-08-06

TEL TE CONNECTIVITY PLC1.3K sharesnew addition2026-06-302026-08-06

XYZ BLOCK INC3.5K sharesnew addition2026-06-302026-08-06

PSLV SPROTT ASSET MANAGEMENT LP14.1K shares9.31%2026-06-302026-08-06

EFA ISHARES TR2.5K sharesnew addition2026-06-302026-08-06

WY WEYERHAEUSER CO10.8K shares-8.53%2026-06-302026-08-06

ADOBE INC ADOBE INC1.3K sharesnew addition2026-06-302026-08-06

PFEB INNOVATOR ETFS TRUST6.0K sharesnew addition2026-06-302026-08-06

Sponsored

SMH VANECK ETF TRUST393 sharesnew addition2026-06-302026-08-06

IGM ISHARES TR1.5K sharesnew addition2026-06-302026-08-06

AX AXOS FINANCIAL INC2.6K sharesnew addition2026-06-302026-08-06

CTAS CINTAS CORP1.5K sharesnew addition2026-06-302026-08-06

MRK MERCK & CO INC1.9K sharesnew addition2026-06-302026-08-06

SPTM SPDR SERIES TRUST2.7K sharesnew addition2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS3.4K sharesnew addition2026-06-302026-08-06

BUFR FIRST TR EXCHNG TRADED FD VI6.4K sharesnew addition2026-06-302026-08-06

Sponsored

CCI CROWN CASTLE INC3.1K sharesnew addition2026-06-302026-08-06

QTEC FIRST TR EXCHANGE-TRADED FD685 sharesnew addition2026-06-302026-08-06

IGSB ISHARES TR4.4K sharesnew addition2026-06-302026-08-06

AON AON PLC675 sharesnew addition2026-06-302026-08-06

SHOP SHOPIFY INC2.0K sharesnew addition2026-06-302026-08-06

WTM WHITE MTNS INS GROUP LTD100 sharesnew addition2026-06-302026-08-06

UPS UNITED PARCEL SVCS INC1.9K sharesnew addition2026-06-302026-08-06

MCD MCDONALDS CORP760 sharesnew addition2026-06-302026-08-06

Sponsored

AMD ADVANCED MICRO DEVICES INC350 sharesnew addition2026-06-302026-08-06

GLW

CORNING INC

-7.30%

Shares81.6K

Event2026-06-30

Filed2026-08-06

SPDR SERIES TRUST

2.13%

Shares204.0K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-0.88%

Shares59.2K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

-1.33%

Shares75.0K

Event2026-06-30

Filed2026-08-06

SPDW

SPDR INDEX SHS FDS

-4.68%

Shares256.0K

Event2026-06-30

Filed2026-08-06

IBDR

ISHARES TR

-17.52%

Shares523.7K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

1.56%

Shares35.5K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC

0.41%

Shares11.9K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

4.68%

Shares32.2K

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

3.02%

Shares67.1K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

1.05%

Shares30.4K

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC

1.09%

Shares14.9K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES TR

273.93%

Shares83.0K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

1.77%

Shares86.3K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

-12.25%

Shares26.0K

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC

3.75%

Shares31.9K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

4.49%

Shares17.5K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

2.05%

Shares32.2K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

6.31%

Shares28.3K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED

3.08%

Shares22.4K

Event2026-06-30

Filed2026-08-06

ISHARES TR

-2.79%

Shares10.0K

Event2026-06-30

Filed2026-08-06

AIQ

GLOBAL X FDS

204.76%

Shares112.9K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

4.18%

Shares6.1K

Event2026-06-30

Filed2026-08-06

ROST

ROSS STORES INC

1.46%

Shares34.0K

Event2026-06-30

Filed2026-08-06

AFL

AFLAC INC

2.41%

Shares60.2K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP

4.25%

Shares25.9K

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED

7.83%

Shares13.4K

Event2026-06-30

Filed2026-08-06

GRMN

GARMIN LTD

4.35%

Shares28.8K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

0.24%

Shares5.4K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

13.60%

Shares8.5K

Event2026-06-30

Filed2026-08-06

LHX

L3HARRIS TECHNOLOGIES INC

5.73%

Shares21.4K

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS CORP

1.30%

Shares17.4K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-4.60%

Shares14.8K

Event2026-06-30

Filed2026-08-06

ORACLE CORP

3.91%

Shares35.9K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

4.29%

Shares33.7K

Event2026-06-30

Filed2026-08-06

S&P GLOBAL INC

4.76%

Shares12.1K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

4.14%

Shares34.1K

Event2026-06-30

Filed2026-08-06

APD

AIR PRODUCTS AND CHEMICALS I

5.77%

Shares15.7K

Event2026-06-30

Filed2026-08-06

EOG

EOG RES INC

0.34%

Shares31.7K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

9.03%

Shares44.9K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION

1.38%

Shares24.0K

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

10.96%

Shares48.9K

Event2026-06-30

Filed2026-08-06

XAR

SPDR SERIES TRUST

-14.24%

Shares13.3K

Event2026-06-30

Filed2026-08-06

VRT

VERTIV HOLDINGS CO

2.02%

Shares11.1K

Event2026-06-30

Filed2026-08-06

FDEC

FIRST TR EXCHNG TRADED FD VI

-16.40%

Shares67.5K

Event2026-06-30

Filed2026-08-06

SPMD

SPDR SERIES TRUST

0.86%

Shares53.3K

Event2026-06-30

Filed2026-08-06

VOE

VANGUARD INDEX FDS

-27.90%

Shares16.9K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

-0.20%

Shares13.3K

Event2026-06-30

Filed2026-08-06

PHYS

SPROTT ASSET MANAGEMENT LP

-28.20%

Shares100.8K

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC

New

Shares13.1K

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC

New

Shares13.1K

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC

6.04%

Shares6.6K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

3.55%

Shares2.8K

Event2026-06-30

Filed2026-08-06

JAAA

JANUS DETROIT STR TR

-21.94%

Shares49.8K

Event2026-06-30

Filed2026-08-06

SPSM

SPDR SERIES TRUST

-0.61%

Shares42.8K

Event2026-06-30

Filed2026-08-06

BDEC

INNOVATOR ETFS TRUST

-11.13%

Shares43.1K

Event2026-06-30

Filed2026-08-06

IWD

ISHARES TR

-7.66%

Shares9.4K

Event2026-06-30

Filed2026-08-06

ZFEB

INNOVATOR ETFS TRUST

-47.15%

Shares85.0K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

14.19%

Shares24.0K

Event2026-06-30

Filed2026-08-06

DOMINION ENERGY INC

4.67%

Shares30.7K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

-11.73%

Shares9.8K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO

3.39%

Shares20.7K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares8.4K

Event2026-06-30

Filed2026-08-06

OMC

OMNICOM GROUP INC

-12.99%

Shares24.1K

Event2026-06-30

Filed2026-08-06

AEP

AMERICAN ELEC PWR CO INC

6.88%

Shares12.7K

Event2026-06-30

Filed2026-08-06

PNW

PINNACLE WEST CAP CORP

7.61%

Shares14.8K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW

6.25%

Shares12.5K

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV

New

Shares786

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC

0.70%

Shares13.4K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

New

Shares3.6K

Event2026-06-30

Filed2026-08-06

ATO

ATMOS ENERGY CORP

New

Shares8.6K

Event2026-06-30

Filed2026-08-06

IBDY

ISHARES TR

11.20%

Shares54.5K

Event2026-06-30

Filed2026-08-06

IBDW

ISHARES TR

2.36%

Shares66.7K

Event2026-06-30

Filed2026-08-06

IBDV

ISHARES TR

5.44%

Shares63.4K

Event2026-06-30

Filed2026-08-06

IBDX

ISHARES TR

4.57%

Shares54.6K

Event2026-06-30

Filed2026-08-06

ANGL

VANECK ETF TRUST

0.85%

Shares46.4K

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC

New

Shares3.2K

Event2026-06-30

Filed2026-08-06

PLD

PROLOGIS INC

New

Shares7.5K

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

DLR

DIGITAL RLTY TR INC

New

Shares4.9K

Event2026-06-30

Filed2026-08-06

VONG

VANGUARD SCOTTSDALE FDS

New

Shares6.5K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

New

Shares2.4K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION

New

Shares2.5K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC

New

Shares992

Event2026-06-30

Filed2026-08-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares1

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC

New

Shares4.3K

Event2026-06-30

Filed2026-08-06

GJUN

FIRST TR EXCHNG TRADED FD VI

-56.15%

Shares17.8K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

New

Shares2.1K

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC

New

Shares3.1K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

New

Shares4.9K

Event2026-06-30

Filed2026-08-06

COCA COLA CO

New

Shares8.4K

Event2026-06-30

Filed2026-08-06

SGOV

ISHARES TR

New

Shares6.8K

Event2026-06-30

Filed2026-08-06

VISA INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

SELECT SECTOR SPDR TR

1.11%

Shares14.3K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

New

Shares4.4K

Event2026-06-30

Filed2026-08-06

NFEB

INNOVATOR ETFS TRUST

-7.34%

Shares18.6K

Event2026-06-30

Filed2026-08-06

PMAY

INNOVATOR ETFS TRUST

New

Shares13.2K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

New

Shares755

Event2026-06-30

Filed2026-08-06

SVAL

ISHARES TR

-26.27%

Shares12.2K

Event2026-06-30

Filed2026-08-06

LAMR

LAMAR ADVERTISING CO

New

Shares3.1K

Event2026-06-30

Filed2026-08-06

FRT

FEDERAL RLTY INVT TR NEW

New

Shares3.9K

Event2026-06-30

Filed2026-08-06

REALTY INCOME CORP

New

Shares7.7K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

New

Shares636

Event2026-06-30

Filed2026-08-06

PSI

INVESCO EXCHANGE TRADED FD T

New

Shares2.5K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

New

Shares4.0K

Event2026-06-30

Filed2026-08-06

FREEPORT MCMORAN INC

New

Shares7.1K

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares1.5K

Event2026-06-30

Filed2026-08-06

CPT

CAMDEN PPTY TR

New

Shares3.8K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES TR

New

Shares5.7K

Event2026-06-30

Filed2026-08-06

SOLS

SOLSTICE ADVANCED MATLS INC

New

Shares4.8K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

New

Shares2.6K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares13.0K

Event2026-06-30

Filed2026-08-06

XLV

SELECT SECTOR SPDR TR

New

Shares2.6K

Event2026-06-30

Filed2026-08-06

EQIX

EQUINIX INC

New

Shares391

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL WKS INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-06

OKE

ONEOK INC NEW

New

Shares4.6K

Event2026-06-30

Filed2026-08-06

UBSI

UNITED BANKSHARES INC WEST V

New

Shares8.7K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

New

Shares552

Event2026-06-30

Filed2026-08-06

MOAT

VANECK ETF TRUST

New

Shares3.8K

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

New

Shares967

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

New

Shares2.7K

Event2026-06-30

Filed2026-08-06

ESG

FLEXSHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-08-06

SPYG

SPDR SERIES TRUST

New

Shares2.9K

Event2026-06-30

Filed2026-08-06

GGG

GRACO INC

New

Shares4.5K

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

New

Shares2.0K

Event2026-06-30

Filed2026-08-06

PNC

PNC FINL SVCS GROUP INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

VICI

VICI PPTYS INC

-10.29%

Shares12.6K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

New

Shares588

Event2026-06-30

Filed2026-08-06

FNDX

SCHWAB STRATEGIC TR

New

Shares9.9K

Event2026-06-30

Filed2026-08-06

ZOETIS INC

New

Shares4.1K

Event2026-06-30

Filed2026-08-06

PFF

ISHARES TR

New

Shares9.3K

Event2026-06-30

Filed2026-08-06

AVLV

AMERICAN CENTY ETF TR

New

Shares3.1K

Event2026-06-30

Filed2026-08-06

TQQQ

PROSHARES TR

New

Shares3.4K

Event2026-06-30

Filed2026-08-06

XLRE

SELECT SECTOR SPDR TR

New

Shares6.2K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

New

Shares2.6K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares3.2K

Event2026-06-30

Filed2026-08-06

TRANE TECHNOLOGIES PLC

New

Shares545

Event2026-06-30

Filed2026-08-06

TEL

TE CONNECTIVITY PLC

New

Shares1.3K

Event2026-06-30

Filed2026-08-06

XYZ

BLOCK INC

New

Shares3.5K

Event2026-06-30

Filed2026-08-06

PSLV

SPROTT ASSET MANAGEMENT LP

9.31%

Shares14.1K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES TR

New

Shares2.5K

Event2026-06-30

Filed2026-08-06

WEYERHAEUSER CO

-8.53%

Shares10.8K

Event2026-06-30

Filed2026-08-06

ADOBE INC

New

Shares1.3K

Event2026-06-30

Filed2026-08-06

PFEB

INNOVATOR ETFS TRUST

New

Shares6.0K

Event2026-06-30

Filed2026-08-06

SMH

VANECK ETF TRUST

New

Shares393

Event2026-06-30

Filed2026-08-06

IGM

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-08-06

AXOS FINANCIAL INC

New

Shares2.6K

Event2026-06-30

Filed2026-08-06

CTAS

CINTAS CORP

New

Shares1.5K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

SPTM

SPDR SERIES TRUST

New

Shares2.7K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

New

Shares3.4K

Event2026-06-30

Filed2026-08-06

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares6.4K

Event2026-06-30

Filed2026-08-06

CCI

CROWN CASTLE INC

New

Shares3.1K

Event2026-06-30

Filed2026-08-06

QTEC

FIRST TR EXCHANGE-TRADED FD

New

Shares685

Event2026-06-30

Filed2026-08-06

IGSB

ISHARES TR

New

Shares4.4K

Event2026-06-30

Filed2026-08-06

AON

AON PLC

New

Shares675

Event2026-06-30

Filed2026-08-06

SHOP

SHOPIFY INC

New

Shares2.0K

Event2026-06-30

Filed2026-08-06

WTM

WHITE MTNS INS GROUP LTD

New

Shares100

Event2026-06-30

Filed2026-08-06

UPS

UNITED PARCEL SVCS INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

New

Shares760

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

New

Shares350

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available